by Richard Morgan Based on preliminary news reports, M. Richard Robinson, Jr., the head of Scholastic Corp., died suddenly this past June while he was out
Another Day, Another Real Life Estate Drama Read More »
Question: Who does my father’s home, which he previously shared with my grandmother, legally belong to? Background: My father recently died, and my grandmother pre-deceased
Q&A with Loraine: Family Home Read More »
by Richard Morgan As part of your base (core) estate plan, you need to determine if a Will or a Revocable Living Trust (RLT) should
Background: My father recently passed away and I have received a request to sign a Petition to Probate in Solemn Form. Even though I did
Q&A with Loraine: Petition to Probate Read More »
If someone in your family was one of the 600,000 Americans who died of COVID-19, you may be able to file for $9,000 in reimbursement
New Funeral Expense Reimbursement Available for COVID 19 Victims Read More »
Question: When filing for an EIN after the death of the creator of a revocable trust does the name of the trust change from revocable
Q&A with Loraine: Trusts and EINs Read More »
In 2020, we provided a three-part newsletter series on “The Perfect Storm for Advanced Estate Planning.” The convergence of three significant variables made that time
What Should You Do Now with Significant Federal Tax Law Changes Likely on Their Way? Read More »
Question: As sole beneficiary of a trust, it states that the funds be used for my care, comfort, and support. Are my pets covered? Background:
Q&A with Loraine: Benefitting From a Trust Read More »
© 2005-2024 Morgan and DiSalvo, P.C. | All Rights Reserved
5755 North Point Pkwy., Suite 17 | Alpharetta, GA 30022 | (678) 720-0750
